Financial Planning is About Your Goals
Put Your Needs First
Choosing a financial professional to work with can be a difficult task. To entrust someone with your hard-earned money requires faith in them. This can be difficult given the complexity and emotion that comes with investing for the future. The financial service industry often uses that fact for its own benefit.
This is why Phoenician Financial Planning , LLC is an independent Arizona Registered Investment Advisory firm. The firm is not beholden to any big bank or Wall Street brokerage firm. Unlike many financial advisors, the firm is fee only and has always worked under the strict fiduciary standard.
Working with a fiduciary means that you do not need to worry about high costs or the conflicts of interest that come with traditional investment firms. You can expect to be invested in low cost, diversified strategies designed with your unique circumstance in mind. Our goal is to make sure you achieve yours.
Life happens both before and after retirement. Our financial planning balances both the wishes, wants and desires of today with the lifestyle you envision in the future. It doesn't matter if you're just beginning to save or if you're finally retiring, we'll make sure you and your family have a comfortable and secure lifestyle.
The goal of our investment management strategy is to build long term, cost effective investment portfolios that match our client's comfort with risk. Services include investment analysis, asset selection and portfolio design. We will also ensure that investments compliment your employer sponsored retirement plans.
Taxes are a part of life. Luckily, our tax code offers plenty of ways to reduce the burden. Building a tax efficient investment strategy helps reduce the expense and allow you to put more money toward your goals. We can reduce your individual, small business and estate taxes through careful planning.
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Contact us for a free one hour consultation. We'll discuss what services we offer, explain the philosophy followed, and help you understand the costs associated with investing.